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Office of Public Guardian

General (Financial) Power of Attorney

General (Financial) Power of Attorney

Category

Supporting Individuals With Disabilities - Decision Making Supports or Supports for Decision Making

Course Description

This course outlines the essential aspects of a general or financial power of attorney. This course provides the knowledge and tools necessary to effectively utilize a general or financial power of attorney, ensuring your interests are protected and your wishes are respected.

Intended Audience

Anyone who is interested in learning more about the general (financial) power of attorney. This includes individuals considering signing a power of attorney and individuals named as an agent in a power of attorney. It also includes healthcare professionals, aging and disability service providers, social workers, financial professionals, and others who encounter general (financial) powers of attorney in their work.

Course Objectives

During this course, we will:

  • Define what a general or financial power of attorney is,
  • List the advantages of having a power of attorney,
  • Review what decisions an agent can make,
  • Describe how an agent makes decisions, and
  • Identify how a power of attorney can be revoked.

Length

12 minutes

Course Content

Key topics include:

  • Definition and Advantages,
  • Decision-Making Authority,
  • Decision-Making Process, and
  • Revocation Process.

Competencies

N/A

Presenters and Content Experts

Jennifer Donovan, JD, State Public Guardian, Iowa Department of Health and Human Services

Meredith Saltzman, JD, Deputy Public Guardian, Iowa Department of Health and Human Services

Acknowledgements

Special thanks to Jayna Grauerholz, JD, Legal Assistance Developer, Iowa Department of Health and Human Services as well as board members of the Guardian Association of Iowa Network (GAIN) for their assistance in content review.

This training was supported by the Administration for Community Living (ACL), U.S. Department of Health and Human Services (HHS) as part of a financial assistance award totaling $24,999 with 100 percent funding by ACL/HHS. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by ACL/HHS, or the U.S. Government.

The information contained in this course is intended for general informational purposes only and does not constitute legal advice. The law can change, so information in this course may not reflect the most up-to-date legal information. You should consult an attorney for advice about your specific legal matter. Use of and access to this course does not create an attorney-client relationship between you and the authors of this course. This course contains links to other third-party websites. The Iowa Department of Health and Human Services is not responsible for the content of those websites. Inclusion of links to other websites is for your information and convenience and does not constitute endorsement or recommendation by the Iowa Department of Health and Human Services.

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Overview of Guardianship and Conservatorship in Iowa

Overview of Guardianship and Conservatorship in Iowa

This course offers an exploration of guardianships and conservatorships in Iowa, specifically for adults over the age of 18. It emphasizes the rights of the protected person and the critical responsibility of guardians and conservators to respect and preserve the individual’s autonomy whenever possible.

Intended Audience

Anyone who is interested in learning more about adult guardianships and conservatorships. This includes individuals serving in those roles or considering serving in those roles. It also includes healthcare professionals, aging and disability service providers, social workers, educators, and others who work with adults who have guardians or conservators.

Course Objectives

During this course, we will:

  • Review guardianship and conservatorship definitions
  • Identify alternatives to guardianship and conservatorship
  • Discuss the general responsibilties with each role

Length

[TBD]

Course Content

Key topics include:

  • Definitions and Appropriate Circumstances for Guardianship,
  • Alternatives and Legal Standards,
  • Decision-Making Capacity and Functional Limitations,
  • Third-Party Assistance and Advance Planning, and
  • Responsibilities of Guardians and Conservators.

Competencies

[TBD]

Presenters and Content Experts

Jennifer Donovan, JD, State Public Guardian, Iowa Department of Health and Human Services

Meredith Saltzman, JD, Deputy Public Guardian, Iowa Department of Health and Human Services

Acknowledgements

Special thanks to Jayna Grauerholz, JD, Legal Assistance Developer, Iowa Department of Health and Human Services as well as board members of the Guardian Association of Iowa Network (GAIN) for their assistance in content review.

If you need technical help, please Contact Us


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Conservatorship in Iowa

Conservatorship in Iowa

Category

Supporting Individuals With Disabilities - Decision Making Supports or Supports for Decision Making

Course Description

This course outlines the role and responsibilities of a conservator in Iowa. This course provides the knowledge and skills necessary to fulfill your responsibilities effectively while respecting the rights and autonomy of the protected person.

Intended Audience

Anyone who is interested in learning more about adult conservatorships, including the court process for appointing a conservator and the responsibilities a conservator has after they are appointed. This includes individuals serving as a conservator or considering serving as a conservator. It also includes healthcare professionals, aging and disability service providers, social workers, educators, financial professionals, and others who work with adults who have conservators.

Course Objectives

During this course, we will:

  • Identify what is expected of you as a conservator in Iowa,
  • Review the responsibilities to the protected person, and
  • Outline the process for seeking conservatorship.

Length

31 minutes

Course Content

Key topics include:

  • Expectations of Conservators,
  • Responsibilities to the Protected Person, and
  • Responsibilities to the Court.

Competencies

N/A

Presenters and Content Experts

Jennifer Donovan, JD, State Public Guardian, Iowa Department of Health and Human Services

Meredith Saltzman, JD, Deputy Public Guardian, Iowa Department of Health and Human Services

Acknowledgements

Special thanks to Jayna Grauerholz, JD, Legal Assistance Developer, Iowa Department of Health and Human Services as well as board members of the Guardian Association of Iowa Network (GAIN) for their assistance in content review.

This training was supported by the Administration for Community Living (ACL), U.S. Department of Health and Human Services (HHS) as part of a financial assistance award totaling $24,999 with 100 percent funding by ACL/HHS. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by ACL/HHS, or the U.S. Government.

The information contained in this course is intended for general informational purposes only and does not constitute legal advice. The law can change, so information in this course may not reflect the most up-to-date legal information. You should consult an attorney for advice about your specific legal matter. Use of and access to this course does not create an attorney-client relationship between you and the authors of this course. This course contains links to other third-party websites. The Iowa Department of Health and Human Services is not responsible for the content of those websites. Inclusion of links to other websites is for your information and convenience and does not constitute endorsement or recommendation by the Iowa Department of Health and Human Services.

Go to the course

Guardianship in Iowa

Guardianship in Iowa

Category

Supporting Individuals With Disabilities - Decision Making Supports or Supports for Decision Making

Course Description

This course outlines the role and responsibilities of a guardian in Iowa. This course provides the knowledge and skills necessary to fulfill your responsibilities effectively while respecting the rights and autonomy of the protected person.

Intended Audience

Anyone who is interested in learning more about adult guardianships, including the court process for appointing a guardian and the responsibilities a guardian has after they are appointed. This includes individuals serving as a guardian or considering serving as a guardian. It also includes healthcare professionals, aging and disability service providers, social workers, educators, and others who work with adults who have guardians.

Course Objectives

During this course, we will:

  • Understand what is expected of you as a guardian in Iowa,
  • Gain knowledge of your responsibilities to the protected person, and
  • Understand and know how to transfer rights between guardian and a protected person.

Length

25 minutes

Course Content

Key topics include:

  • Expectations of Guardians,
  • Responsibilities to the Protected Person, and
  • Responsibilities to the Court.

Competencies

N/A

Presenters and Content Experts

Jennifer Donovan, JD, State Public Guardian, Iowa Department of Health and Human Services

Meredith Saltzman, JD, Deputy Public Guardian, Iowa Department of Health and Human Services

Acknowledgements

Special thanks to Jayna Grauerholz, JD, Legal Assistance Developer, Iowa Department of Health and Human Services as well as board members of the Guardian Association of Iowa Network (GAIN) for their assistance in content review.

This training was supported by the Administration for Community Living (ACL), U.S. Department of Health and Human Services (HHS) as part of a financial assistance award totaling $24,999 with 100 percent funding by ACL/HHS. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by ACL/HHS, or the U.S. Government.

The information contained in this course is intended for general informational purposes only and does not constitute legal advice. The law can change, so information in this course may not reflect the most up-to-date legal information. You should consult an attorney for advice about your specific legal matter. Use of and access to this course does not create an attorney-client relationship between you and the authors of this course. This course contains links to other third-party websites. The Iowa Department of Health and Human Services is not responsible for the content of those websites. Inclusion of links to other websites is for your information and convenience and does not constitute endorsement or recommendation by the Iowa Department of Health and Human Services.

Go to the course

Healthcare Power of Attorney

Healthcare Power of Attorney

Category

Supporting Individuals With Disabilities - Decision Making Supports or Supports for Decision Making

Course Description

This course presents the concept and importance of a durable power of attorney for healthcare. This course provides the knowledge and tools necessary to effectively utilize a durable power of attorney for healthcare, ensuring the principal’s wishes are respected and upheld.

Intended Audience

Anyone who is interested in learning more about the durable power of attorney for healthcare. This includes individuals considering signing a durable power of attorney for healthcare and individuals named as an attorney-in-fact in a durable power of attorney for healthcare. It also includes healthcare professionals, aging and disability service providers, social workers, and others who encounter durable powers of attorney for healthcare in their work.

Course Objectives

During this course, we will:

  • Define what a healthcare power of attorney is,
  • List the advantages of having a healthcare power of attorney,
  • Review what decisions an agent can make,
  • Describe how an agent makes decisions, and
  • Identify how a healthcare power of attorney can be revoked.

Length

10 minutes

Course Content

Key topics include:

  • Definition and Advantages,
  • Decision-Making Authority,
  • Timing of Decisions,
  • Decision-Making Process, and
  • Revocation Process.

Competencies

N/A

Presenters and Content Experts

Jennifer Donovan, JD, State Public Guardian, Iowa Department of Health and Human Services

Meredith Saltzman, JD, Deputy Public Guardian, Iowa Department of Health and Human Services

Acknowledgements

Special thanks to Jayna Grauerholz, JD, Legal Assistance Developer, Iowa Department of Health and Human Services as well as board members of the Guardian Association of Iowa Network (GAIN) for their assistance in content review.

This training was supported by the Administration for Community Living (ACL), U.S. Department of Health and Human Services (HHS) as part of a financial assistance award totaling $24,999 with 100 percent funding by ACL/HHS. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by ACL/HHS, or the U.S. Government.

The information contained in this course is intended for general informational purposes only and does not constitute legal advice. The law can change, so information in this course may not reflect the most up-to-date legal information. You should consult an attorney for advice about your specific legal matter. Use of and access to this course does not create an attorney-client relationship between you and the authors of this course. This course contains links to other third-party websites. The Iowa Department of Health and Human Services is not responsible for the content of those websites. Inclusion of links to other websites is for your information and convenience and does not constitute endorsement or recommendation by the Iowa Department of Health and Human Services.

Go to the course

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